Senior Financial Consultant

MANULIFE FINANCIAL ADVISERS PTE. LTD.; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A leading financial advisory firm in Singapore is seeking a Financial Planner to address client needs in income protection, savings, investments, and estate planning. Candidates must have a Diploma or Degree and be at least 21 years old. Strong communication and sales skills are preferred. This role provides an opportunity to grow a client portfolio and assist diverse clients at different life stages.

Qualifications

• At least 21 years of age to qualify as a financial planner.
• Prior experience in sales seen as an advantage.

Responsibilities

• Understand and address clients' needs for financial products.
• Provide continual support to clients throughout their lives.
• Acquire new businesses while managing current accounts.
• Negotiate contracts with prospects.
• Maintain documentation and records.
• Plan for clients on risk and wealth management.

Skills

Communication skills

Interpersonal skills

Sales experience

Goal oriented

Pro-active

Education

Diploma/Degree qualification

Job description

Responsibilities:

• Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution.
• Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives.
• Acquire new businesses while maintaining current account portfolio
• Tactful negotiations of contract with prospects
• Process documentations and keeping proper records.
• Planning for personal and corporate clients on risk and wealth management, succession and estate planning.

Requirements:

• Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
• Holds a Diploma/Degree qualification
• Prior working experience in sales is seen as an advantage
• Goal oriented, self-driven and pro-active in character
• Strong communication and interpersonal skills